The Trinity Financial Funding Difference

See how our platform can help you manage a more efficient and impactful capital raise.

Phase 1: Evaluating the Investor Market

Remove the guesswork from your offering: start by measuring real-time interest from the market to help you hone in on the right terms to close funds.

Trinity Financial Funding will help you set investment terms to raise equity or debt through private placements.
Data depicted is for informational purposes only and is not reflective of actual performance on Trinity Financial Funding.

Set your terms

We create historic and projected cash flows and provide advisory on viable investment structures
  • Evaluate market interest on a range of potential offering structures
  • Use our investor feedback loop to optimize your terms and drive down the cost of capital
  • Choose the best fit for your business - equity, revenue share loan, or convertible debt

Set your terms

We create historic and projected cash flows and provide advisory on viable investments structures
  • Evaluate market interest on a range of potential offering structures
  • Use our investor feedback loop to optimize your terms and drive down the cost of capital
  • Choose the best fit for your business - equity, revenue share loan, or convertible debt
Trinity Financial Funding will help you set investment terms to raise equity or debt through private placements.
Data depicted is for informational purposes only and is not reflective of actual performance on Trinity Financial Funding.

Build your network

Aggregate your current networks and connect to ours
  • Easily connect to existing resources (Linkedin, Gmail, Outlook) to pull in potential contacts
  • Gain access to the Trinity Financial Funding active community of investors
  • Use our outreach tools to quickly engage the investor audience while complying with regulatory standards
Trinity Financial Funding Investor Management makes it easy to connect your network to your Trinity Financial Funding profile and communicate with investors.
Data depicted is for informational purposes only and is not reflective of actual performance on Trinity Financial Funding.
Trinity Financial Funding makes it easy to track your investor activity online.
Data depicted is for informational purposes only and is not reflective of actual performance on Trinity Financial Funding.

Track Engagement

Use your investor dashboard to stay on top of your progress and organize your outreach
  • Track your investor activity from pageviews all the way through to investment
  • Assess which investor outreach methods are performing the best for you
  • Extract critical investor data to plan the least onerous regulatory and legal path for your offering

Track Engagement

Use your investor dashboard to stay on top of your progress and organize your outreach
  • Track your investor activity from pageviews all the way through to investment
  • Assess which investor outreach methods are performing the best for you
  • Extract critical investor data to plan the least onerous regulatory and legal path for your offering
Trinity Financial Funding makes it easy to track your investor activity online.
Data depicted is for informational purposes only and is not reflective of actual performance on Trinity Financial Funding.

Phase 2: Closing Funds

Once you've established your investor market, use Trinity Financial Funding hands-on advisory to a build a best-fit offering using information gathered in Phase 1.

Trinity Financial Funding supports fundraises using several different options (federal Title III crowdfunding, intrastate crowdfunding, or Regulation D) based upon your particular situation. We can advise you on which route is the best fit and help you comply.

Choose your laws

Choose a regulatory path that accommodates the investors interested in your business and fits your overall goals
  • Choose from federal crowdfunding, intrastate crowdfunding, or any Regulation D option
  • Use Trinity Financial Funding compliance tools to make sure you're managing information requests and filing costs appropriately
  • Raise funds from both accredited and non-accredited investors, or just accredited investors, depending on your needs

Choose your laws

Choose a regulatory path that accommodates the investors interested in your business and fits your overall goals
  • Choose from federal crowdfunding, intrastate crowdfunding, or any Regulation D option
  • Use Trinity Financial Funding compliance tools to make sure you're managing information requests and filing costs appropriately
  • Raise funds from both accredited and non-accredited investors, or just accredited investors, depending on your needs
Trinity Financial Funding supports fundraises using several different options (federal Title III crowdfunding, intrastate crowdfunding, or Regulation D) based upon your particular situation. We can advise you on which route is the best fit and help you comply.

Leave the paperwork to us

We'll handle all of the paperwork and regulatory filings, while helping keep you in line with securities laws
  • Save thousands on legal documents by using our offering templates and customized support
  • Manage all of your documents in one secure data room
  • Have peace of mind that all of the details are being accounted for
Trinity Financial Funding will handle all of the paperwork and regulatory filings, while helping keep you in line with securities laws.
Trinity Financial Funding allows small businesses to quickly close funding from local investors.

Simple, efficient closings

Investors complete their investment in four easy steps
  • Investors can show interest, commit to invest, sign investment documents, and transfer funds all on Trinity Financial Funding
  • Easily manage investor follow up to close funds and decide which investors to accept or deny through the investor management dashboard
  • Once you have closed investment, manage investor reporting and handle any required payments using the Trinity Financial Funding investor relations network

Simple, efficient closings

Investors complete their investment in four easy steps
  • Investors can show interest, commit to invest, sign investment documents, and transfer funds all on Trinity Financial Funding
  • Easily manage investor follow up to close funds and decide which investors to accept or deny through the investor management dashboard
  • Once you have closed investment, manage investor reporting and handle any required payments using the Trinity Financial Funding investor relations network
Trinity Financial Funding allows small businesses to quickly close funding from local investors.

Phase 1: Cash Flow Analysis

Phase 1 Pricing

Review your current financial situation and make plans for future financing using our cash flow tools.

Features

Cash flow analysis
Trinity Financial Funding will create cash flow projections using your data so that you can monitor and track your financial progress, discover trends, set strategic goals, and prepare for additional financing.
Connect directly to your bank and accounting data
Trinity Financial Funding can automatically aggregate your financial data from resources you are already utilizing, no need for manual data entry.
Dedicated customer support and advisory via e-mail
24/7 email support with a dedicated advisor, providing assistance and best practices on fundraising for the entire time you use the Trinity Financial Funding platform.
Business plan and investor pitch creation tools
Develop your business plan and create one pitch for all investors with our story building profile questions. Highlight your business for investors and explain how their investment will benefit the company.
Benchmark your financial projections to industry data
We will help you create custom industry benchmarks based on your business model. Analyze how your revenue potential and margins stack up to comparable companies.
Select from a variety of fundraising structures and terms
Review the offering terms available to your business, including equity and debt strategies. Use the Trinity Financial Funding term builder tools to set preliminary terms based on your company's specific financial and operational progress. We will help you determine a market-ready offering structure to help entice investors. You can modify your terms later based on investor feedback.

Phase 2: Fundraise Setup & Collecting Interest

Phase 2 Pricing

Monthly subscription

Build out your business plan and profile and collect initial investment interest from investors.

Features

Integrate and upload contacts
Add your existing networks to the Trinity Financial Funding investor management dashboard. Organize your offline conversations in one place to get a comprehensive, real-time view on interest and commitment momentum. Skip the endless meetings and provide your investor prospects with calls-to-action to convert them from initial interest to closed investment.
Optimize investment terms through investor feedback
Distribute proposed terms across targeted investor segments for commitments or proposed counter terms. This creates market-based insights into how your proposed offering should be structured and priced so you can successfully raise funds with the optimal investment structure.
Compliance review
Our AML, OFAC and background checks bring additional credibility to your team and company to help build trust with potential investors.
Measure investor demand
Aggregate dollar commitments based on investor-validated terms so you can define the level of interest that exists and the probability of successfully closing funds. Pinpoint and organize committed interest across a broad set of investors.
Dedicated customer support and best practice advisory via e-mail and phone
Interface with a Trinity Financial Funding advisor to supplement your work on the platform. We're available to provide feedback on offering structure, investor communication and closing. 24/7 email and phone support with a dedicated advisor for assistance and guidance to help you close investors.
Communicate and track engagement with your target investor audience
The Trinity Financial Funding investor management dashboard provides analytics on investor activity, and real time status on investor interest and commitments. See background information on investors and control who has access to the details on your profile.

Phase 3: Fundraising

Phase 3 Pricing

Monthly subscription + % of funds raised or flat fee

Market your fundraise, connect with investors, sign investment documents, and transfer funds. Trinity Financial Funding will verify the eligibility of all investors.

Features

Investor verification
It is important for you to know who is investing in your company. We will verify the identity of all of your investors before they invest.
You cannot broadcast your fundraise to your social media connections
The laws you will use to fundraise don’t permit you to publicly solicit investors.
Managed regulatory filings and compliance
We will manage all of your federal and blue sky law filing requirements, Painless legal and regulatory compliance. We'll set up your SEC EDGAR account, file Form D with SEC, and make any blue sky filings with states on your behalf. We will also do free tax credit administration, if required.
Investment execution services and legal docs
We have worked with our outside legal counsel to create investment document templates for both corporations and LLCs to raise funds via revenue share securities, preferred equity, and convertible notes. Our software will take your information and populate these documents for you to use to raise funds from investors, saving you thousands of dollars in legal fees. We will manage the transfer of investor funds to your bank account once you reach your funding goal. Investors may send funds via check, wire, or electronic ACH. The one-time fee incurred at this stage covers the cost of the services provided in preparing your offering.
Collect electronic signatures
Investors will use our DocuSign integration to sign their investment documents and send them to you to approve and countersign. Then we'll store the executed documents for both your and the investor's records. These documents are their evidence of investment. We do not issue stock certificates, unless required by law.
Raise funds from accredited and non-accredited investors
Raise funds from anyone regardless of their financial background. The Trinity Financial Funding compliance tools ensure you're raising funds the right way and following important requirements when involving non-accredited investors. Non-accredited investors can invest in your business and since they make up nearly 98% of the population they represent an important investor audience. Access them in a compliant manner on the Trinity Financial Funding platform.

Phase 4: Post-Fundraise

Phase 4 Pricing

Monthly subscription + % of funds distributed

Once you've fundraised, use Trinity Financial Funding to distribute funds to investors (as applicable) and communicate with your investors.

Features

Investor management
If your investors are pooled into an entity that we manage, we will handle tax document administration and other necessary procedures for you.
Continue to connect with new and existing investors
Keep an active profile on Trinity Financial Funding to keep both your existing and new investors engaged. This will help in the future should you choose to raise additional funds.
Provide investor updates
Use our investor updates tools to stay connected with your investor base. Keeping investors updated will give you a higher likelihood of being able to raise funds in the future and keep your investors informed on how they can help your business grow.
Dedicated customer support and advisory via e-mail
24/7 email support with a dedicated advisor, providing assistance and best practices on fundraising for the entire time you use the Trinity Financial Funding platform.
Make payments to investors
We can manage and facilitate any necessary payments back to your investors through our payment processing platform.

Get the tools and hands-on advice you need to raise funds successfully

Trinity Financial Funding will help you connect with investors, close funding and get back on the road to growing your business.

Start Fundraising

Connect with and invest in ambitious local businesses

Trinity Financial Funding will connect you with unique investment opportunities in growing businesses.

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Important Disclosures: trinity.localstake.com is a website owned by Stake Management LLC (“Stake Management”), which licenses SaaS tools and technology to a variety of issuers, broker-dealers, investment advisers, financial institutions and other entities. Stake Management is not a broker dealer, funding portal or investment advisor. The permitted use of Stake Management’s technology should not be interpreted as an endorsement or recommendation of any issuer, offering, or technology licensee. The Trinity Financial Funding Platform operates under a technology license from Stake Management.

The Trinity Financial Funding Platform is a joint effort of Trinity Financial Consulting and Localstake Marketplace LLC ("Localstake Marketplace") (Stake Management, Localstake Marketplace, and Trinity Financial Consulting, hereinafter collectively referred to as the "Trinity Financial Funding Platform Operators", unless otherwise specified). Trinity Financial Consulting is not a registered broker dealer and does not participate in securities offerings. All offerings are made through Localstake Marketplace, a registered broker dealer and funding portal, and member of FINRA/SIPC.

The Trinity Financial Funding Platform Operators do not provide legal advice, tax advice, or make investment recommendations, and no communication through this website or in any other medium should be construed as such. Investment opportunities posted on this website are private placements. Private placement investments are NOT bank deposits (and thus NOT guaranteed or insured by the FDIC, by a bank, or by any other federal governmental agency), and are NOT guaranteed by the Trinity Financial Funding Platform Operators or any of their collective affiliates, owners, managers or members. Private placements of securities such as those displayed on this website MAY lose value. There is NO guarantee of a return on your investment and investors must be able to afford the loss of their entire investment. Neither the Securities and Exchange Commission (SEC) nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through this website. Nothing on this website shall constitute an offer to sell, or a solicitation of an offer to subscribe for or buy, any securities to any person in any jurisdiction to whom or in which such offer or solicitation is unlawful.

Any financial projections or returns shown on the website are illustrative examples only. Any investment information contained herein has been secured from sources the Trinity Financial Funding Platform Operators believe are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor. Offers to sell by issuers on Trinity Financial Funding or the solicitations of offers to buy by investors on Trinity Financial Funding, any security are only made through official offering materials that contain important information about risks, fees and expenses. Investors should conduct their own due diligence, not rely on the financial assumptions or estimates displayed on this website, and are encouraged to consult with a financial advisor, attorney, accountant, and any other professional that can help to understand and assess the risks associated with an investment opportunity. Please review the risks of investing in private placements on Trinity Financial Funding.